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Keebeck Wealth Management’s AstraZeneca AZN Stock Holding History

Keebeck Wealth Management’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Sell
1,151
-62
-5% -$11.7K 0.02% 448
2026
Q1 		$237K Buy
+1,213
New +$234K 0.03% 375
2020
Q3 		– Sell
-215
Closed -$22K – 193
2020
Q2 		$22K Buy
+215
New +$22.2K 0.01% 270

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Keebeck Wealth Management's AZN Position: Q2 2026 in Review

Keebeck Wealth Management reduced its AstraZeneca (AZN) stake by 5.1% in Q2 2026, selling an estimated $11.7K and leaving 1,151 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #448.

Keebeck Wealth Management first reported a position in AZN in Q2 2020 and has held it in 3 quarters since. The position peaked at $237K in Q1 2026. 1,502 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Keebeck Wealth Management held 1,151 shares of AstraZeneca worth $217K as of Q2 2026.
  • Keebeck Wealth Management sold 62 AstraZeneca shares in Q2 2026, an estimated $11.7K.
  • AstraZeneca made up 0.02% of Keebeck Wealth Management's portfolio in Q2 2026, its #448 holding.
  • Keebeck Wealth Management first reported a position in AstraZeneca in Q2 2020 and has held it in 3 quarters since.
  • Keebeck Wealth Management's AstraZeneca position peaked at $237K in Q1 2026.
  • 1,502 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.